Wbh Advisory Inc Portfolio Holdings

Wbh Advisory Inc

  • $1.16 Billion
  • Q2 2025

Wbh Advisory Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 334 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $60.4M, Vanguard Information Technolog with a value of $59.8M, Schwab Strategic Tr Us Broad M with a value of $48.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $43.1M, and Technology Sector Spdr with a value of $32.7M.

Examining the 13F form we can see an increase of $92M in the current position value, from $1.06B to 1.16B.

Below you can find more details about Wbh Advisory Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $962 Million
Technology: $52.5 Million
Financial Services: $29.5 Million
Industrials: $25.6 Million
Consumer Defensive: $23.8 Million
Consumer Cyclical: $20.4 Million
Healthcare: $15.7 Million
Communication Services: $13.7 Million
Other: $12.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.22 Million 0.45% of portfolio
30,520
Q2 2025 Reduced 1.31%
$418B
$4.95 Million 0.43% of portfolio
5,005
Q2 2025 Reduced 1.28%
$0
$4.93 Million 0.43% of portfolio
74,535
Q2 2025 Reduced 13.84%
$0
$4.95 Million 0.43% of portfolio
64,042
Q2 2025 Added 1.31%
$0
$4.34 Million 0.38% of portfolio
43,764
Q2 2025 Reduced 0.27%
$0
$4.3 Million 0.37% of portfolio
24,811
Q2 2025 Reduced 0.01%
$1.21T
$4.24 Million 0.37% of portfolio
24,032
Q2 2025 Reduced 4.67%
$231B
$4.13 Million 0.36% of portfolio
14,142
Q2 2025 Reduced 5.49%
$0
$4.16 Million 0.36% of portfolio
9,487
Q2 2025 Added 58.09%
$0
$4.04 Million 0.35% of portfolio
36,928
Q2 2025 Added 4.74%
$0
$3.94 Million 0.34% of portfolio
20,867
Q2 2025 Reduced 22.69%
$0
$3.7 Million 0.32% of portfolio
86,684
Q2 2025 Added 71.39%
$0
$3.72 Million 0.32% of portfolio
75,149
Q2 2025 Added 2.1%
$0
$3.68 Million 0.32% of portfolio
145,569
Q2 2025 Reduced 10.79%
$884B
$3.65 Million 0.32% of portfolio
12,589
Q2 2025 Reduced 10.24%
$2.33T
$3.63 Million 0.31% of portfolio
16,532
Q2 2025 Reduced 0.72%
$0
$3.45 Million 0.3% of portfolio
117,727
Q2 2025 New
$0
$3.51 Million 0.3% of portfolio
46,117
Q2 2025 Reduced 9.82%
$463B
$3.35 Million 0.29% of portfolio
21,946
Q2 2025 Reduced 3.45%
$0
$3.37 Million 0.29% of portfolio
12,042
Q2 2025 Reduced 3.08%
$205B
$3.18 Million 0.28% of portfolio
24,121
Q2 2025 Reduced 4.04%
$0
$3.2 Million 0.28% of portfolio
18,917
Q2 2025 Added 15.71%
$0
$3.13 Million 0.27% of portfolio
118,254
Q2 2025 Reduced 16.83%
$0
$3.01 Million 0.26% of portfolio
123,571
Q2 2025 Reduced 2.69%
$0
$2.79 Million 0.24% of portfolio
46,783
Q2 2025 Added 105.19%
$0
$2.73 Million 0.24% of portfolio
85,591
Q2 2025 Reduced 24.55%
$0
$2.82 Million 0.24% of portfolio
34,575
Q2 2025 Reduced 5.89%
$284B
$2.61 Million 0.23% of portfolio
37,655
Q2 2025 Reduced 7.52%
$0
$2.56 Million 0.22% of portfolio
28,689
Q2 2025 Added 1.19%
$0
$2.45 Million 0.21% of portfolio
13,892
Q2 2025 Reduced 1.75%
$0
$2.42 Million 0.21% of portfolio
27,125
Q2 2025 Added 4.54%
$9.76B
$2.39 Million 0.21% of portfolio
36,485
Q2 2025 Added 6.51%
$263B
$2.38 Million 0.21% of portfolio
24,360
Q2 2025 Reduced 0.9%
$0
$2.38 Million 0.21% of portfolio
27,069
Q1 2025 Reduced 2.48%
$1.78T
$2.48 Million 0.21% of portfolio
3,360
Q2 2025 Reduced 4.08%
$0
$2.43 Million 0.21% of portfolio
49,472
Q2 2025 Reduced 31.17%
$0
$2.27 Million 0.2% of portfolio
10,347
Q2 2025 Reduced 0.42%
$0
$2.3 Million 0.2% of portfolio
6,359
Q2 2025 Reduced 10.01%
$1.3T
$2.35 Million 0.2% of portfolio
13,244
Q2 2025 Reduced 4.61%
$575B
$2.29 Million 0.2% of portfolio
6,447
Q2 2025 Reduced 0.28%
$610B
$2.16 Million 0.19% of portfolio
9,875
Q2 2025 Reduced 0.88%
$216B
$2.18 Million 0.19% of portfolio
17,580
Q2 2025 Reduced 7.04%
$0
$2.17 Million 0.19% of portfolio
52,329
Q2 2025 Reduced 3.82%
$0
$2.11 Million 0.18% of portfolio
75,144
Q2 2025 Reduced 3.34%
$0
$2.13 Million 0.18% of portfolio
17,841
Q2 2025 Added 11.56%
$41.8B
$2.07 Million 0.18% of portfolio
13,970
Q2 2025 Reduced 3.41%
$416B
$2.05 Million 0.18% of portfolio
5,600
Q2 2025 Reduced 1.53%
$0
$2.12 Million 0.18% of portfolio
7,434
Q2 2025 Added 369.32%
$0
$2 Million 0.17% of portfolio
3,523
Q2 2025 Reduced 6.3%

Summary

  • Portfolio
  • No. of Stocks 334
  • Current Value $1.16 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 185 stocks
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